- Thursday, 27 July 2017
A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.Read more...
- Friday, 21 July 2017
Financial Planners’ client numbers are soaring, with more than half increasing their totals by between 10% and 25% or more in the last year.Read more...
- Wednesday, 19 July 2017
Former Institute of Financial Planning President Julie Lord writes in her latest column for Financial Planning Today magazine that planners are facing a challenge to serve an increasing number of clients aged 80 and above.Read more...
- Tuesday, 18 July 2017